Explore The Dakota Blog

Subscribe Now
Denver, Colorado capitol building

Top 10 RIA Firms in the Denver Metro Area

By: Tim Dolan, Vice President, Institutional Sales

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000 firms, which means that while there are plenty to choose from when looking for new clients, shrinking the list down to only those that allocate to outside managers is key. For example, here at Dakota, where we’ve raised over $6 billion from over 350 RIAs, and we qualify and curate our list to only RIAs that allocate to outside managers (which are the firms we sell for).

In an effort to help narrow down the sheer size of the market, we’ve put together a list of the top 10 RIAs in each major metro area across the country. To determine our list, we looked for three things:

  1. An AUM above $200 million
  2. A dedicated analyst team
  3. An RIA that actively allocates capital to outside investment management firms

We have qualified 35 RIAs with AUMs ranging from $23B to $26M in Denver that meet our criteria. We actively call on these RIAs, and all 35 are in our “shared CRM database,” Dakota Marketplace. Below are the top 10 RIAs from that list. However, this is by no means a “best of” list, as there are so many high quality RIAs in Denver and around the country. We just wanted to give you a place to start.

1. Innovest Portfolio Solutions
AUM: $23,000,000,000

2. Strategic Capital Advisers Inc.
AUM: $4,700,000,000

3. AMG National Trust Bank
AUM: $4,700,000,000

4. Crestone Capital Advisors LLC
AUM: $2,500,000,000

5. IWP Wealth Management
AUM: $1,655,420,038

6. Michaud Capital Management
AUM: $1,500,000,000

7. IFAM Capital Advisors
AUM: $1,410,429,548

8. GHP Investment Advisors
AUM: $1,254,110,716

9. BSW Wealth Partners
AUM: $1,237,125,570

10. Schaefer Financial Management, Inc.
AUM: $605,369,439
dakota searches CTA

Keep Reading

The 15 Best CRMs for Investment Firms to Consider in 2021

If you’re in the process of researching a CRM for your investment firm, chances are you already...

Read Now

Institutional Investor Databases: What Do They Cost?

List of Top Institutional Investor Databases 2020 (with Estimated Pricing) The following is a list...

Read Now

The 44 Most Common ESG, D&I, and Pandemic RFP Questions

ESG, Diversity and Inclusion, and how your firm is handling operations during the current pandemic...

Read Now

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Learning Center

Dakota Gives

Dakota Live!